Executing or Signing Your Client's Documents

Making sure the completed documents are delivered in a timely and professional manner is one of the key tasks you are responsible for. Each document must be signed in the presence of either a notary public or witnesses to be legally binding. The signature page clearly indicates which ones must be notarized and which ones are witnessed.This process is known as "executing the documents".

To expedite the process most advisors either become a notary or take a notary with them when they deliver completed documents to their clients.

The estate-planning documents are complied into a three-ring binder segregated by colored tabs. To make signing the documents easy for everyone involved, we compile all the signature pages into a packet and place them in the front of the binder. Executed documents should be scanned and emailed to docs@estateguru.com. Once emailed, originals should be kept by client in the binder provided or with the client's other important papers.

The entire delivery/execution process may take up to 45 minutes.

Familiarize yourself with and follow the guidelines and information found in – “Things to Remember” and “Things to Avoid”.